Finances Are Straining Relationships, CFP Board Says Advisors Are Stepping in to Help

Most Americans feel comfortable discussing money with at least one person, but CFP Board’s report Financial FOMO: A Survey About Money and Relationships finds they often hide financial struggles from those closest to them, creating avoidable strain. Wealth managers play a key role in helping clients navigate these conversations, with advisers noting that thoughtful questions and attention to clients’ cues can reveal underlying issues and keep financial goals on track.

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